Modern Elders need guidance navigating their next chapter and want to reframe the term ‘retirement’. Instead they are looking for a ‘re-wirement’ of their lives and purpose. We talk them through options aligned with their values.
A Thriving Entrepreneur needs someone to help them understand how to manage cash flow, taxes and how to structure their personal financial lives as a result of the concentrated risks they take in their business. We help them solve these issues.
Executives, doctors, lawyers and other busy professionals are familiar with the benefits of delegating important task to people they trust. We give high earning women, men and couples time back to spend the way they want.
People in the investments business may have illiquid alternative investments, need to pre-clear trades, or want more insight in managing their investment strategy. We help structure a financial and investment plan that works for their needs.